Retirement Planning in Cabarrus County, NC

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Top Retirement Planners in Cabarrus County, NC

Carolina Planning Consultants
5 out of 5
Location 323 Coddle Market Dr NW #130, Concord, NC 28027, USA
Phone (704) 786-4857
Directions
King Financial Corporation
5 out of 5
Location 51 Means Ave SE, Concord, NC 28025, USA
Phone (704) 782-0010
Directions
Bell Wealth Management
SEC File# 801-71121
CRD# 152956
Location 9 Union St N, Concord, NC 28025, USA
Phone (704) 785-2127
Directions
Breese Financial Group LLC
Location 210 Deal Estate Dr, China Grove, NC 28023, USA
Phone (704) 246-5753
Directions
The Landings of Cabarrus
4 out of 5
Location 4968 Milestone Avenue, Kannapolis, NC 28081, USA
Phone (704) 933-4000
Directions
Cabarrus County Senior Center
5 out of 5
Location 331 Corban Ave SE, Concord, NC 28025, USA
Phone (704) 920-3484
Directions
Edward Jones - Financial Advisor: Loretta L Gifford
5 out of 5
Location 970 Branchview Dr NE Ste 150, Concord, NC 28025, USA
Phone (980) 777-8033
Directions
Miller Financial, Inc.
Location 400 Penny Ln NE, Concord, NC 28025, USA
Phone (704) 857-0181
Directions
Cooperative Christian Ministry
4 out of 5
Location 246 Country Club Dr NE, Concord, NC 28025, USA
Phone (704) 786-4709
Directions
Retirement Planning in Cabarrus County, NC

About Cabarrus County, NC for Those Planning to Retire

Cabarrus County, located in North Carolina, is a bustling area filled with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Cabarrus County Courthouse to the modern Concord Mills Mall, there is something for everyone in this vibrant community. The county is home to major employers such as Atrium Health, Cabarrus County Schools, and the City of Concord, providing ample job opportunities for residents. Major highways and streets such as I-85, NC-49, and Concord Parkway make transportation a breeze. The neighborhoods in Cabarrus County range from historic downtown Concord to the sprawling suburban communities of Harrisburg and Kannapolis. With so much to offer, it's no wonder Cabarrus County is a sought-after destination for both tourists and residents alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cabarrus County, NC would greatly benefit from the services provided by a bank. One specific way a bank could help residents is by providing access to loans for small businesses in the area. With Cabarrus County being home to the Charlotte Motor Speedway, many small businesses have been established to cater to the influx of tourists during race season. However, these businesses may struggle to obtain funding from traditional sources due to their size and limited operating history. A bank could provide loans to these businesses, allowing them to grow and contribute to the local economy. Additionally, a bank could offer financial literacy programs and resources to help residents better manage their money and plan for the future. With a population of over 200,000 people, Cabarrus County is a diverse community with varying financial needs, and a bank could play a crucial role in supporting its residents.

Insurance Broker

Residents of Cabarrus County, NC can benefit greatly from the services of an insurance broker. With the county's population of over 216,000 people, finding the right insurance policies to fit each individual's needs can be a daunting task. An insurance broker can help navigate the complexities of the insurance market and provide personalized recommendations for coverage options, such as auto, home, and health insurance. Additionally, with Cabarrus County's location in the heart of NASCAR country, an insurance broker can assist individuals in finding the best policies for race car drivers and enthusiasts. With their expertise and knowledge of the insurance industry, an insurance broker can save residents time, money, and provide peace of mind knowing they have the proper coverage.

Wealth Management

Residents of Cabarrus County, NC can benefit from the expertise of a wealth manager in several ways. One specific area where a wealth manager can assist is in developing comprehensive financial plans that take into account the unique economic landscape of Cabarrus County. With a population of over 200,000, the county is home to a diverse range of industries, including healthcare, manufacturing, and retail. A skilled wealth manager can help residents navigate the complex financial landscape of the county and make informed decisions about investment opportunities that align with their long-term goals. Additionally, a wealth manager can provide guidance on estate planning, tax strategies, and retirement planning, all of which are critical considerations for residents of Cabarrus County seeking to build and preserve wealth over time. By working with a wealth manager, residents can gain access to the specialized knowledge and resources needed to achieve financial success in a dynamic and ever-changing economic environment.

Financial Advisor

Residents of Cabarrus County, NC can benefit from the expertise of a financial advisor in a variety of ways. Firstly, given that the county is home to several major employers in the healthcare and motorsports industries, a financial advisor can help individuals navigate the complexities of employee benefits and retirement plans offered by these companies. Additionally, with the county's median household income being lower than the state average, a financial advisor can provide guidance on budgeting, debt management, and investment strategies to help residents achieve their financial goals. Furthermore, with the county's proximity to Charlotte, a financial advisor can assist residents in taking advantage of the city's booming real estate market and help them make informed decisions when buying or selling property. Overall, a financial advisor can provide a valuable service to residents of Cabarrus County by helping them make sound financial decisions and plan for a secure future.

Mortgage Loan Officer

Residents of Cabarrus County, NC can benefit from the expertise of a mortgage loan officer in a variety of ways. With the county's population growing at a rate of 14% over the past decade, many individuals are seeking to purchase homes in the area. A mortgage loan officer can assist these individuals in securing financing that suits their unique financial situation and goals. Additionally, Cabarrus County is home to a number of military personnel and veterans due to its proximity to Fort Bragg. A mortgage loan officer can help these individuals navigate the complexities of VA loans and other military-specific financing options. Furthermore, with the county's median home value currently at $226,000, a mortgage loan officer can provide guidance on how to best leverage home equity and potentially save money through refinancing. Overall, a mortgage loan officer can be a valuable resource for Cabarrus County residents looking to achieve their homeownership and financial goals.

Tax Services

Residents of Cabarrus County, NC can benefit greatly from the expertise of a tax advisor. With the county's growing economy, tax laws and regulations are constantly changing, making it difficult for individuals to keep up. A tax advisor can help residents navigate these changes and ensure that they are taking advantage of all available deductions and credits. For example, Cabarrus County is home to several large corporations, such as NASCAR and Concord Mills Mall, which can create unique tax situations for residents who work for these companies or own businesses that interact with them. A tax advisor can provide specialized knowledge in these areas and help residents make informed decisions about their finances. Additionally, the county has a growing population of retirees, who may have different tax considerations than younger residents. A tax advisor can assist with retirement planning and ensure that retirees are maximizing their savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Cabarrus County, NC can benefit from the services of an estate planning lawyer in a multitude of ways. For instance, in Cabarrus County, NC, where the population has been growing steadily over the years, an estate planning lawyer can help individuals and families plan for their future by creating wills, trusts, and other estate planning documents to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with Medicaid planning, which is particularly important in Cabarrus County, NC, where the cost of healthcare is rising, and many residents may require long-term care. Furthermore, an estate planning lawyer can help residents of Cabarrus County, NC, navigate the complexities of estate and gift taxes, which can be especially challenging for those with substantial assets. Overall, an estate planning lawyer can provide invaluable assistance to residents of Cabarrus County, NC, in planning for their future and protecting their assets.

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